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Added 5 mins ago
Lead, Investment Compensation & Taxation
ONEX
Toronto, ON
Reporting to the Managing Director, Taxation, this is a unique opportunity to lead the administration and evolution of complex investment compensation programs for Onex’ Private Equity…
Added 5 mins ago
Engineering Lead- Global Payments Engineering
Scotiabank
Toronto, ON
The Engineering Lead is responsible for elevating the organization’s delivery capability by fostering a culture of agility, continuous improvement, and human centered collaboration. This…
Added 5 mins ago
VS
Senior Environment Artist (Lead)
Velan Studios
Remote, Canada
- Full-time
- Remote
We are looking for a Senior level Environment Artist to join our growing team on an unannounced title fantasy Action RPG title. As our Lead Environment Artist on the project, you should…
Added 5 mins ago
Q
Senior Engineer - Telecommunications
Qualus
Calgary, AB · Vancouver, BC
- Full-time
You will lead the telecommunications engineering design for multiple utility and substation infrastructure projects, taking responsibility for technical decisions and engineering…
Added 5 mins ago
AW
Engineering And Maintenance Manager
Atlantic Wallboard
Saint John, NB
- Full-time
…and develop the leadership capabilities required for future senior management…
Added 5 mins ago
TG
Senior Corporate Photographer
TMX Group
Toronto, ON
- Full-time
TMX Group is seeking an experienced, detail-oriented Senior Corporate Photographer to serve as our primary visual storyteller across our flagship TMX Market Centre and broader Toronto…
Added 5 mins ago
G
Senior Design Engineer
Graymont
Calgary, AB
- Full-time
The Senior Design Engineer leads the development of complex preliminary engineering designs and provides technical leadership throughout early-stage project development. Leading a…
Added 21 mins ago
SI
Senior Developer
SAP IT Business Systeme
Montreal, QC
- $108,100 to $222,800 CAD / year
- Full-time
Own technical quality: establish coding standards, lead code reviews, and champion test automation practices
Added 21 mins ago
D
HR Technology Senior Consultant - Talent Applications
Deloitte
Toronto, ON
- Full-time
The HR Technology Senior Consultant – Talent Applications is responsible for designing, delivering, and optimizing talent technology solutions across the employee lifecycle. This role…
Added 21 mins ago
AI
Senior Java- Low Latency Developer
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Mississauga, ON
- Full-time
Lead solution design discussions, code reviews, and performance optimization activities.
Added 21 mins ago
SI
Senior Pega Enterprise Architect – Wealth Management
Spruce InfoTech Inc.
Toronto, ON
- Contract
We are seeking an experienced Senior Pega Lead / Lead Enterprise Business Architect to design and deliver scalable enterprise solutions supporting Wealth Management capabilities within a…
Added 21 mins ago
GL
Talent Acquisition Manager (Corporate & Technical Recruitment)
goeasy Ltd.
Mississauga, ON
- Full-time
goeasy is looking for a Talent Acquisition Manager to lead recruitment across our corporate and technical portfolios. This role will be accountable for managing end-to-end searches,…
Added 21 mins ago
B
Data Governance Advisor
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We are looking for a Senior Data Governance advisor who will report to the Enterprise Data Governance Manager, and who’ll be tasked with helping us to deploy data governance and enable the…
Added 21 mins ago
B
Enterprise Architect
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Minimum of 15 years of experience in IT, including at least 8+ years in cybersecurity architecture or senior technical leadership roles.
Added 21 mins ago
B
Global Technology Risk Manager
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Coordination with senior IT management to monitor key Technical Debts, associated residual risks, and action plans
Added 21 mins ago
CR
SOX Project Manager
Clarity Recruitment
Vancouver, BC
- $100 to $120 CAD / hour
- Contract
…compliance for the first time and need a dedicated program lead to get the organization…
Added 21 mins ago
KG
PKI & Certificate Automation Engineer
K&K Global Talent Solutions INC.
ON · Ontario, Canada
- Full-time
We are seeking a highly skilled Senior PKI & Certificate Automation Engineer with strong expertise in Digital Certificate Lifecycle Management, PKI Infrastructure, TLS/mTLS Security,…
Added 21 mins ago
W
Manager, Corporate Accounting
WildBrain
Toronto, ON
- $110,000 to $120,000 CAD / year
- Full-time
WildBrain is seeking a Manager, Corporate Accounting to lead key areas of the monthly, quarterly, and annual close. This role oversees a team of financial and senior financial analysts and…
Added 21 mins ago
TU
Program Director, Drone Transport Initiative
The University of British Columbia
Vancouver, BC
- $8,087.08 to $12,117.08 CAD / month
- Full-time
…encourages its students, staff and faculty to challenge convention, lead discovery and explore new ways of learning. At UBC, bold thinking is given a place to develop into ideas that can…
Added 21 mins ago
VS
Senior Environment Artist (Lead)
Velan Studios, Inc.
Toronto, ON
- Full-time
We are looking for a Senior level Environment Artist to join our growing team on an unannounced title fantasy Action RPG title. As our Lead Environment Artist on the project, you should…
Added 21 mins ago
CS
Azure .Net Developer
Cyber Space Technologies LLC
Toronto, ON
- Contract
We are seeking a highly skilled Senior Azure Applications Developer with extensive experience in cloud-based application development, specifically within the Microsoft Azure ecosystem. In…
Added 21 mins ago
B
Functional Analyst, SAP SD
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We are seeking a Senior SAP SD/SCM Analyst with proven expertise in Sales & Distribution (SD) within both SAP ECC and SAP S/4HANA environments. This role requires a professional who not…
Added 21 mins ago
D
Workday Finance Senior Consultant - Human Capital, Operate
Deloitte
Toronto, ON
- Full-time
Deloitte is seeking a dedicated and knowledgeable Workday Functional Finance Senior Consultant to join our Human Capital - Operate team. The ideal candidate will have extensive experience…
Added 21 mins ago
H
Senior Java Low Latency Developer
HRConnects
Mississauga, ON
- Full-time
We’re seeking a Senior Java Low Latency Developer to design, develop, test, and maintain enterprise applications. You’ll work across APIs, microservices, middleware integrations, databases,…
Added 21 mins ago
D
Manager - Technology Strategy-24 Month Fixed Term Contract
Deloitte
Toronto, ON
- Full-time
As a Manager, you'll work closely with senior leaders to drive various strategic initiatives around enterprise platform strategy, agentic AI system design, AI governance, enterprise data…

Trowbridge

Associate, Client Experience

Toronto, ON, M5H 1A1, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 28, 2026

Original job description

Key Responsibilities

TAX Administration Duties

Prepare and Organize Working Paper Files-Collect, categorize, sort and bookmark necessary tax documentation for easy reference and ensure completeness.

Assemble Tax Returns-Compile Canadian Personal, Corporate, and US Personal Returns (electronically & paper- depending on department), ensuring all forms and schedules are included and accurate.

Prepare CRA Documents: Draft, review, and track submissions to the Canadian Revenue Agency (CRA), ensuring compliance with requirements and deadlines.

Contact Government Agencies: Communicate with the CRA/IRS for filing extensions, information verification, and payment adjustments/allocations.

Client Experience (External) Duties

Monitor Client Experience Outlook Account (External requests)- In the absence of a senior associate check and respond to emails, flagging and prioritizing urgent requests. Identify and forward client tax technical related questions to the appropriate tax manager and ensure timely follow-up and resolution.

Client Follow-ups and Communications-Upon request by a senior associate, send follow up email requests to the clients for outstanding tax documents, checklists, signed forms or confirmation receipts.

Client Portal Navigation and Client Responses-Guide clients in using the portal, including uploading/downloading information and resolving access issues. Address and resolve client problems or forward them to the appropriate person for resolution.

Preparation of Client Engagement Letters- When requested assist with the preparation, creation of Value Pricing tables and engagement letters and assisting with delivery of engagement letter to client via email.

Client Support (Internal) Duties

Monitor Client Support Outlook Account (internal requests)-Monitor and action internal requests from tax team. Includes engagement letter creation, tax task creation, lead creation, and other various requests.

Client Portal Downloads- Downloading client documents to appropriate client folders and moving tax tasks in project management system where appropriate and notifying tax manager.

Setup New Clients and Maintain Client Database- Enter new client information into the database and create initial tasks and assignments. As required update client information upon request and verify accuracy.

Incoming - Outgoing Mail/Shipments and Document Management-Handle all incoming mail and shipments into the office, including organizing, scanning and distribution to the correct document management system, using proper file naming conventions (where applicable). Prepare and mail tax/accounting packages via Canada Post, and/or courier, while also ensuring proper documentation and tracking in the project management system.

Serve as Backup Receptionist and Check Voicemail- Answer phones and greet clients in the absence of the primary receptionist, performing basic reception duties. Check Voicemail messages in the CS inbox and distribute.

Perform Other Duties as Assigned

Support team initiatives and special projects as assigned.

Adapt to changing priorities and contribute to the overall success of the team.

Core Competencies

Organizational & Time Management
Collaboration & Teamwork
Communication Skills
Client Service Excellence
Adaptability & Problem Solving
Professionalism & Integrity
Attention to Detail

Qualifications & Experience

Education

Bachelor's degree or community college diploma in Business Administration, Project Management, or equivalent preferred.

Experience

1-3 years of experience in customer service within an accounting or professional service firm preferred.

Technology/ Computer Skills

Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.

Experience with tax preparation software such as CCH Axcess Tax or CCH iFirm
TaxPrep is considered an asset.

Demonstrated ability and willingness to learn new technologies and software applications.

Working Conditions

Occasional work outside standard business hours may be required during peak periods and filing deadlines.

Must comply with the organization's office attendance requirement policy, including role-specific expectations regarding in-office presence and scheduled workdays.

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More about this job

Responsibilities

The associate will manage tax administration duties, including preparing working paper files and assembling tax returns for the CRA. Additionally, they will provide client support by monitoring inquiries, managing client portals, and assisting with engagement letters.

Requirements

Candidates should possess a bachelor's degree or diploma in Business Administration or Project Management. Proficiency in Microsoft Office and 1-3 years of customer service experience in an accounting or professional firm is preferred.

Skills

Tax Administration
Client Service
Microsoft Office Suite
Data Entry
Document Management
Communication Skills
Time Management
Problem Solving
Attention To Detail
Tax Preparation Software
CRA Compliance
Project Management
Administrative Support
Client Portal Navigation
Professionalism

Visa sponsorship

Not detected in the job text

Keywords

Tax Administration
CRA
IRS
Tax Returns
Client Experience
Microsoft Office
Excel
Word
Outlook
PowerPoint
CCH Axcess Tax
CCH iFirm TaxPrep
Document Management
Project Management
Customer Service
Accounting
Engagement Letters
Data Entry
Client Database
Administrative Duties

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